Pre-Requisites
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When the suer clicks the blue magnifying glass, they will be brought to the credit details screen. This screen allows the user to review the credit details of the customer in order to help them make a credit decision.
Credit
This section lets the user know what the customer's credit limit is, the date that credit limit went into effect, and what their credit limit override is set to. It also shows the highest credit balance that they have carried.
Payment
This section displays information regarding customer payments. It will display the last payment date, amount, and check number. It also displays the customer's payment tetms.
Aging
Displays the customer aging information.
Invoice
Shows the details of the last invoice generated for the customer including the number, date, and amount.